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American Healthcare REIT
AHR

Overview Fund Activity

388 hedge funds and large institutions have $3.8B invested in American Healthcare REIT in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 142 increasing their positions, 131 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+22
Holders Change %
+6.01%
% of All Funds
5.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
76
Increased
142
Reduced
131
Closed
47
Calls
$8.5M
Puts
$946K
Net Calls
+$7.55M
Net Calls Change
-$42.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$212M
2
BlackRock
BlackRock
New York
+$167M
3
Principal Financial Group
Principal Financial Group
Iowa
+$78.2M
4
State Street
State Street
Massachusetts
+$76.5M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$33.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.6M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$74.4M
3
Millennium Management
Millennium Management
New York
-$41.2M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$35M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$401K -$21.4K -752 -5%
BEI
227
Benjamin Edwards Inc
Missouri
$396K +$12.9K +455 +3%
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$395K +$15.1K +533 +4%
HFO
229
Heritage Family Offices
Arizona
$395K -$277K -9,747 -41%
CW
230
CreativeOne Wealth
Kansas
$394K -$150K -5,282 -28%
KFSC
231
Keystone Financial Services (Colorado)
Colorado
$392K -$145K -5,096 -27%
CFD
232
Creative Financial Designs
Indiana
$387K +$95.8K +3,372 +33%
Vontobel Holding
233
Vontobel Holding
Switzerland
$383K +$383K +13,475 New
Two Sigma Advisers
234
Two Sigma Advisers
New York
$372K +$105K +3,700 +39%
OFS
235
OneAscent Financial Services
Alabama
$371K +$371K +13,050 New
CP
236
Castleview Partners
Texas
$362K -$163K -5,885 -31%
SWM
237
Selective Wealth Management
Virginia
$359K +$359K +13,128 New
AAS
238
Ameritas Advisory Services
Nebraska
$358K +$88.4K +3,110 +33%
AWM
239
Accurate Wealth Management
Florida
$354K +$354K +13,005 New
AC
240
Anson Capital
Georgia
$353K – – –
GSWM
241
Golden State Wealth Management
California
$353K +$353K +12,418 New
IAG
242
Investmark Advisory Group
Connecticut
$350K +$50.2K +1,768 +17%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$336K +$336K +11,840 New
B
244
Bailard
California
$335K +$335K +11,800 New
FHC
245
First Heartland Consultants
Missouri
$335K +$35.2K +1,239 +12%
M&T Bank
246
M&T Bank
New York
$330K +$78.9K +2,775 +31%
CAS
247
Coppell Advisory Solutions
Texas
$328K +$152K +5,354 +86%
GFA
248
Gallagher Fiduciary Advisors
Illinois
$325K – – –
IWC
249
Integrated Wealth Concepts
Massachusetts
$325K +$67.8K +2,386 +26%
LAM
250
Lifestyle Asset Management
Texas
$321K -$313K -11,022 -49%
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